+95.3%
DOCU vs IOVA
+78.3%
+17.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -11.0% | +9.1% | -1.3% |
| 7D | -3.2% | -19.0% | +15.8% | -2.1% |
| 30D | +15.7% | -40.3% | +56.0% | +18.6% |
| 3M | +37.3% | +78.3% | -41.1% | +30.1% |
| 6M | +63.1% | +94.5% | -31.3% | +52.1% |
| YTD | +15.4% | +183.5% | -168.1% | +2.9% |
| 1Y | +11.3% | +327.6% | -316.3% | -4.8% |
| All | +95.3% | +78.3% | +17.0% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling